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Disclosery

Corient Private Wealth LP: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on VYM, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 701,058 VYM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 701,058 shares
    Change vs previous 13F -22,800 shares

    0.15% of the 13F portfolio, value $110,788,582.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 723,858 shares
    Change vs previous 13F -6,345 shares

    0.15% of the 13F portfolio, value $107,072,472.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 730,203 shares
    Change vs previous 13F +42,286 shares

    0.14% of the 13F portfolio, value $104,799,189.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 687,917 shares
    Change vs previous 13F +475,408 shares

    0.15% of the 13F portfolio, value $95,614,765.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 212,509 shares
    Change vs previous 13F -25,585 shares

    0.04% of the 13F portfolio, value $28,329,659.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 238,094 shares
    Change vs previous 13F -17,755 shares

    0.05% of the 13F portfolio, value $30,704,865.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 255,849 shares
    Change vs previous 13F -23,091 shares

    0.05% of the 13F portfolio, value $32,643,950.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 278,940 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $35,759,897.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).